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CRM startups · sales, onboarding, invoicing

Un CRM startups to grow
without losing the thread

A startup moves fast… until the information gets scattered: a forgotten "hot" prospect, a poorly followed-up deal, onboarding gone off the rails, an invoice sent too late, a follow-up never made. Djaboo centralizes your activity in one place: crm, prospects, pipeline, quote et billingThe result: a team aligned, deals visible, and an administration that moves forward without eating into your evenings.

Clear view of the deals
Structured client onboarding
Invoices and payment reminders with clear guidelines
Quick Start Secure hosting Data export
team.djaboo.com — Growth cockpit

Current week — points to consider

Deals to be finalized
4
Clear pipeline tracking, without spreadsheets
Next action visible for each deal.
Onboarding in progress
To check
AC
Acme
Access + checklist
Step 2/5
NB
Noble
Scoping meeting
Tomorrow
Visible
Pipeline
Frame
Onboarding
Tracking
Cash
Aligned
team & deals
Fewer tools
more visibility
We’ve Got Their Trust
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Startups: when things accelerate, the risk changes

You have no shortage of ideas.
You lack with a safe environment,.

During the launch phase, everything is still done verbally. Then the team grows, the channels multiply, and memory becomes a fragile system. A good startup CRM helps to create a streamlined framework: who does what, when, and where each customer stands. Djaboo is designed for this: a clear view of acquisition, sales, onboarding, and billing, without adding another layer of tools.

Readable pipeline
A deal needs to be clearly visible: step, next action, block. Otherwise, it depends on who remembers it.
Team lined up
When multiple people access an account, the history must be clear. Even if someone joins later.
Structured onboarding
A customer who starts well stays. A customer who starts poorly churns. The "go live" process deserves a simple checklist.
Cash under control
Quotes sent, invoices issued, payments received, delays. You see what's happening, and what's causing the delays.
Useful automations
Reminders and approvals should not reside in Slack messages. They should be tracked and reusable.
Stable recurrence
If you bill monthly, the important thing is not to miss a cycle. The recurring payment should run smoothly.
Concrete reporting
A good dashboard shows what's progressing, what's stagnating, and what needs to be restarted. Not 30 useless metrics.
Connections
Your startup CRM needs to integrate with your existing stack. The goal: less data entry, less copy-pasting.
The daily life of a startup

What Djaboo changes when you scale

A startup CRM must deliver on a simple promise: to keep you informed, even when you're growing fast. Specifically, this means knowing who to follow up with, the status of each opportunity, how each client is getting started, and what's generating revenue. The sections below cover the most common situations startups encounter and how Djaboo helps, without adding unnecessary complexity.

Acquisition

Centralize inputs, sort quickly
and do not let it cool down

In startups, opportunities often come in a flurry: forms, recommendations, LinkedIn messages, emails, partners. The problem isn't "not receiving" leads. The problem is not responding quickly enough or losing sight of the context. A prospect who has shown interest needs immediate follow-up: who responds, when, and with what message.

Djaboo helps you capture and track your input without getting overwhelmed. You categorize your requests, add a note, plan the next action, and maintain a clear history. As a result, even if someone on the team takes over, they understand within 30 seconds what happened and what needs to be done next.

  • Clear tracking of incoming requests
  • Prioritization: the "hot" ones go first
  • Visible history: you avoid irrelevant answers
  • Simple follow-ups when a prospect disappears

This is often where the difference lies for a startup CRM: not in the "options," but in responsiveness. The faster and more consistent you are in your follow-up, the more you increase your chances of conversion, effortlessly.

Prospects · Inbox
Today's starters
To be processed
Lead · Demo requested
Channel: form · Need: sales tracking
Top
Partner introduction
Channel: Email · Need: Customer onboarding
To qualify
Next action
Respond and suggest a time slot
Today
Note the context, then move forward.
Sales

A pipeline that tells the truth
and not what we hope for

The classic pitfall in startups is having "deals" but not knowing which ones are actually actionable this week. A useful pipeline isn't a pretty chart; it's a list of clear actions. Each opportunity must have a stage, an owner, and, most importantly, a next step. Otherwise, you end up with deals that stall and forecasts based on gut feeling.

Djaboo lets you structure your sales pipeline with flexibility. You can visualize the stages, track roadblocks, and keep a history of interactions. The CRM becomes an execution tool: it's used to move deals forward, not to "file away" information.

  • Clear steps: qualification, proposal, negotiation…
  • Next mandatory action (otherwise, things will stagnate)
  • Background: everyone understands where we stand
  • Easy transition to quotes and invoicing

When the pipeline is clean, your team rituals become simple: a quick check-in, and clear action items. That's exactly what you expect from a startup CRM: to align the team and accelerate execution.

Pipeline · Team View
Pipeline
This week
Account · Acme
Step: Proposal
Next: call
In progress
Noble Account
Stage: Negotiation
Next: quote
Priority
New opportunity
Filter
customer success

An onboarding process that is repeated
without reinventing the wheel

Many startups acquire clients… then waste time onboarding them. The same exchange, the same documents, the same steps. And when the team grows, everyone does things “their own way.” The result: inconsistent quality, longer delays, and clients starting with friction.

With Djaboo you can structure your A simple checklist, visible steps, and a clear record of what has been done. The goal is not to add a "cumbersome process." The goal is to ensure a clean start, regardless of the client.

  • Visible onboarding steps (not in a conversation)
  • Assigned tasks: everyone knows what they have to do
  • Customer history: everything is linked to the account
  • Smoother start-up, therefore better retention

For a CRM startup, onboarding is strategic: it's the first real experience after the sale. The simpler it is, the more confident your customer will be, and the more likely they are to adopt your product.

Onboarding Checklist
Account: Acme
Step 2/5
Starting: access, framing, first value
Create team access Fact
Scoping meeting Planned
Configure pipeline Things to do
Validate step
Add note
Ops

Automate without losing control
with simple validations

As the startup grows, the "little things" become real risks: quotes sent without review, discounts granted randomly, invoices forgotten, onboarding launched without information. Initially, we compensate with messages and checklists. But that doesn't hold up as the team expands.

Djaboo lets you set up useful automations without turning your daily routine into a bureaucratic nightmare. And when you need to finalize an important point (submission, validation of a step, sending a document), you can use... workflows validation. The idea: a lightweight, but reliable process.

  • Automatic reminders: follow-ups, reminders, deadlines
  • Simple validation before sending / status change
  • Fewer mistakes when the team grows
  • More consistent execution, even during busy periods

In a startup CRM, automation isn't a "bonus." It's what allows you to maintain a consistent level of quality when you can no longer check everything yourself.

Workflows · Validation
Rule
Active
Discount > validation
If a discount is applied, request validation before sending the quote.
Quote Validation
To be confirmed
Quote ready to send
1
Decline
Submit
Finance

Frictionless billing, tracking of recurring billing
and better plan

When you go from a few clients to dozens, the issue is no longer "creating an invoice." It becomes: remembering everything, tracking payments, managing cycles, and maintaining a realistic view of the coming month. Without this, you have a growing team… and a cash flow that remains uncertain.

Djaboo connects sales documents and financial tracking. You send your invoices seamlessly, track payments, and set up... recurrence If you bill monthly. To maintain a simple vision of the future, you can also structure your provisional.

  • Clear invoices and statuses: sent, paid, overdue
  • Monthly recurrence without "thinking about it"
  • A clearer vision of what needs to go in
  • Fewer shocks and surprises at the end of the month

This is a key point for a startup CRM: you don't need "advanced finance." You need reliable, actionable tracking that saves you from chasing money.

Billing · Recurring
Recurrence
MONTHLY
Subscription · Acme
Next broadcast: Day 3
OK
Noble Service
Next show: Today
To be issued
Forecast
A simple overview of the month ahead
View
Open
To confirm
Technical lessons

See what's progressing, what's stagnating
and act quickly

At some point, the question is no longer "Do we have any leads?". The question becomes: "Where are we getting stuck?" and "What do we do this week?". Without visibility, you're flying by instinct, and it's exhausting.

Djaboo gives you a piloting view via CRM reporting : pipeline, activities, documents, tracking. And to avoid multiple entries, you can connect your ecosystem via integrationsThe goal remains the same: fewer tools, fewer oversights, more visibility.

  • Clear view of commercial progress
  • Activity history: who did what
  • Faster decisions, because the information is there
  • Less copy-pasting thanks to integrations

A startup CRM doesn't need to be "perfect." It needs to be used. And to be used, it needs to deliver immediate results: visibility, actions, and reliable tracking.

Reporting · CRM
Summary view
30 days
Pipeline
Visible steps
Deals with Next Action
Activity
Reliable tracking
Reminders & documents
integrations
Less input, more execution
Stack (Height)
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Prices

A simple price,
without bad surprise

Start for free and upgrade to the paid plan only if it suits you. No annual contract required.

Starter

Free

Try it out without obligation

To structure your customer base, track your prospects, and start your business without friction.

  • Up to 500 contacts
  • Basic sales tracking
  • 5 quotes and 5 invoices per month
  • Simple projects
  • Mobile app included
Start for free

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Pro

29€

/ month · per user

To connect everything: CRM, quotes, projects, time, invoicing, payments, reporting and support.

  • Unlimited contacts and opportunities
  • Unlimited quotes and invoicing
  • Projects + tasks + time
  • Reporting
  • Support
14-day free trial

No bank card

Company

Quote only

Teams, multiple entities, specific processes

For companies that want a more advanced organization: roles, deployment and support.

  • The entire Pro plan
  • Team organization
  • Dedicated onboarding
  • Priority support
Speak to an advisor
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The key test: does your team know what to do each day, without constantly chasing after information? If so, your enterprise CRM becomes a real asset. If not, it's not a motivation problem: it's a system problem.

Scale without losing track.

Manage sales, onboarding and cash flow with Djaboo

A useful CRM for startups is one that makes your team more efficient: pipeline tracking, structured onboarding, reliable invoicing, and a clear overview of what needs to be done. Get started for free and streamline your processes without slowing down.

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